Show notes
Are you making the most of every paycheck? In this episode of Keep What's Yours, Jeff Zufall and Josh Gilbert explain why successful financial planning is about much more than filing your taxes once a year. Learn how to balance taxable, tax-deferred, and tax-free retirement accounts, avoid costly Required Minimum Distribution (RMD) surprises, reduce Medicare premium increases, maximize business mileage deductions, and stay ahead of IRS estimated tax rules. Whether you're a business owner, self-employed, approaching retirement, or simply looking to keep more of what you've earned, this episode is packed with practical strategies that could save you thousands over your lifetime.If you’re not taking advantage of every opportunity available to reduce your taxes in 2026, call Capital Advisory Group at 636-394-5524 today!

